Planning For A Better Future

Available To American And 

Multi-National Citizens.

WE DO WHAT'S RIGHT, NOT WHAT'S POPULAR

Welcome to Small Business and Retirement Plans.

Founded in 1989 with the goal of assisting our customers and clients in every aspect of their financial lives.

With over 30 years experience, we specialize in tax-deductible startup plans and repositioning retirement assets for safety, growth, legacy planning & tax-exempt benefits.

We provide the most legally recognized modern plans available today; that are always personalized and customized for you; thus, earning a reputation for dependability & excellence in our industry.
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We Always Provide Best Plans to Our Customers.

Secure Strategies
Our primary focus is to protect your principal, assets, interests and lifestyle, while providing
tax-exempt income you may never outlive.
Professional Service
We are dedicated to keeping you in the financial know to enhance both your current and future way of life; for both you and your family.

Our staff and affiliates consist of experienced professionals with over 30+ years of using a “hands-on” approach to financial guidance, product and consumer education; which helps to lead to more informed decisions.
Qualified Resources
We qualify modern financial services products, backed by state & federal laws, to ensure you the most powerful tax-favored living benefits available today.

Our Services

Life Insurance
Life Insurance
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Retirement Plans
Retirement Plans
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Disablity Protection
Disablity Protection
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Seniors & Retirees
Seniors & Retirees
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Estate Planning
Estate Planning
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International Medical
International Medical
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Business Owners & Partnerships
Business Owners & Partnerships
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